AI Agents In Google Sheets Will Blow Your Mind! Watch Agents Create P&L Statement & Cash Flow
Автор: Ajelix
Загружено: 2026-02-20
Просмотров: 125
Описание:
The tool I used in this video: https://chat.ajelix.com/
Who still edits spreadsheets manually? Watch an AI agent transform raw data into professional P&L statements, cash flow analysis, charts, and KPIs, all with dynamic formulas in real-time Google Sheets.
No formulas, no formatting, no hassle. I relaxed while the Ajelix AI Agent did everything in ~15 minutes. Mind-blowing results that save hours!
WHAT YOU'LL LEARN IN THIS VIDEO
One-time Google Sheets setup (4 minutes)
Step-by-step: Google Cloud Console → Create project → Enable Sheets API → Service account & JSON key
Share spreadsheet with AI's email (editor access)
Full docs: https://ajelix.com/docs/ai/connection...
Ajelix agent prep
Prompt engineering for P&L, cash flow, brand colors, currency, pro formatting
Agent Mode + top models (e.g., Excel/Google specialist)
Enable Google Sheets skill + upload JSON credentials
Live demo: watch AI work
AI reasons, plans, accesses sheet, builds sheets dynamically
P&L: Calculations, totals, bar charts (current vs. prior year)
Cash Flow: analysis, KPIs (net cash flow), error auto-fixing
Iteration: charts, formatting tweaks via follow-up prompts
Pro results & tips
Real, interactive charts & formulas (change data → auto-updates)
Brand colors, currency (e.g., £), conditional formatting
Reuse for dashboards, reports, apps
The prompt I used for P&L statement: Access this spreadsheet: [sheet-link] And create one sheet with P&L statement based on the data in the sheet. Make sure to use real formulas so the calculations are dynamic until no errors are in the sheet and add a formatting so it looks pretty, use the color: [your-brand-color] for accents. The P&L statement should be representable so I can share it with my team.
Setup: Agent Mode, Google Sheets skill ON, advanced model, JSON uploaded!
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#AIAgents #agenticai #aitoolsforbusiness #GoogleSheetsAI #PLStatement #CashFlow #FinancialReports #SpreadsheetAutomation #AIAutomation #GoogleWorkspace
Timestamp:
0:00 - Hook: end manual sheet edits forever
0:18 - Preview: Agentic AI's mind-blowing results
1:30 - Google Sheets API setup (full walkthrough)
7:00 - Ajelix agent setup & prompt
8:13 - Difference between agent vs chat mode
8:39 - LLM model selection for different tasks
10:00 - Enabling agent Google Sheets skill
10:50 - Upload JSON + send first prompt (P&L)
11:56 - Live AI reasoning & building P&L
12:52 - AI is applying formatting to the sheet
13:48 - Overview of the generated P&L
14:00 - Follow-up prompt for chart creation
14:30 - Live chart creation
15:35 - Cash-flow prompt
16:10 - Live cash flow analysis creation
19:02 - Reviewing the created cash flow
19:46 - More examples (dashboards, reports)
20:35 - The tool I used for this flow
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